Institutional Ownership Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG). We have compiled data on the 940 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$4,913
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$4,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
97
shares
|
$4,765
0.0% of portfolio
|
Q2 2025
Added 162.16%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
92
shares
|
$4,519
0.0% of portfolio
|
Q1 2025
Reduced 36.55%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
91
shares
|
$4,470
0.0% of portfolio
|
Q3 2024
Added 35.82%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
90
shares
|
$4,421
0.0% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
85
shares
|
$4,176
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
83
shares
|
$4,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
79
shares
|
$3,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
79
shares
|
$3,881
0.0% of portfolio
|
Q3 2023
Added 6.76%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
78
shares
|
$3,832
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$3,783
0.0% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
75
shares
|
$3,684
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
75
shares
|
$3,684
0.0% of portfolio
|
Q4 2024
Reduced 44.85%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
70
shares
|
$3,439
0.0% of portfolio
|
Q4 2023
Reduced 93.16%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
69
shares
|
$3,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
69
shares
|
$3,389
0.01% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
67
shares
|
$3,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
67
shares
|
$3,291
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
61
shares
|
$2,996
0.0% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
57
shares
|
$2,800
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
57
shares
|
$2,800
0.0% of portfolio
|
Q2 2022
Reduced 96.59%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
56
shares
|
$2,751
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
53
shares
|
$2,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
53
shares
|
$2,603
0.0% of portfolio
|
Q1 2025
Reduced 71.2%
|